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Essex LLC’s Schwab US Broad Market ETF SCHB Stock Holding History

Essex LLC’s Portfolio SCHB Stock Details SCHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.37M Sell
94,306
-188
-0.2% -$4.93K 0.42% 47
2025
Q4 		$2.48M Sell
94,494
-1,268
-1% -$33K 0.44% 43
2025
Q3 		$2.46M Sell
95,762
-1,224
-1% -$30.3K 0.45% 45
2025
Q2 		$2.31M Sell
96,986
-1,038
-1% -$22.9K 0.45% 46
2025
Q1 		$2.11M Sell
98,024
-2,312
-2% -$52.6K 0.46% 52
2024
Q4 		$2.28M Sell
100,336
-44
-0% -$1K 0.48% 51
2024
Q3 		$2.23M Sell
100,380
-96
-0.1% -$2.05K 0.46% 54
2024
Q2 		$2.11M Sell
100,476
-696
-0.7% -$14.1K 0.47% 55
2024
Q1 		$2.06M Sell
101,172
-4,848
-5% -$93.8K 0.47% 56
2023
Q4 		$1.97M Sell
106,020
-6,906
-6% -$119K 0.49% 55
2023
Q3 		$1.88M Sell
112,926
-18,504
-14% -$320K 0.53% 52
2023
Q2 		$2.26M Sell
131,430
-4,326
-3% -$70.5K 0.63% 45
2023
Q1 		$2.03M Hold
135,756
– – 0.61% 52
2022
Q4 		$2.03M Sell
135,756
-9
-0% -$135 0.61% 52
2022
Q3 		$1.9M Sell
135,765
-6,282
-4% -$97.7K 0.63% 53
2022
Q2 		$2.09M Sell
142,047
-1,044
-0.7% -$16.8K 0.65% 50
2022
Q1 		$2.55M Sell
143,091
-2,421
-2% -$42.5K 0.69% 49
2021
Q4 		$2.74M Buy
145,512
+1,110
+0.8% +$20.4K 0.73% 45
2021
Q3 		$2.5M Buy
+144,402
New +$2.57M 0.69% 47

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